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Is it possible to turn off drag and drop functionality when users create new versions of a document?

bkopp@gesinc.com

We want to enforce users to use the Checkout process when making changes to a document and creating new versions and not have the ability to drag and drop files from their computers. This would only be for new versions to existing document objects. We still want users to be able to drag and drop files when creating a new document object.

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  • 0

    Unfortunately I don't think this is currently possible. M-Files asks for a confirmation when a user does this so they shouldn't be able to replace the file by accident.


  • 0 in reply to Joonas Linkola

    It's not about replacing by accident. The issue is that users can drag and drop any file from their desktop onto a specific document in M-Files and over-write it with a new version. For example, we save piping drawings as PDF files. Sometimes we have multiple people that need to markup changes on that PDF(usually using Bluebeam). One user makes a copy of the document that they save on their desktop and they make markups. A 2nd user checks out the document and makes changes and then checks in the document. The first user now has an old version of the drawing document on their desktop where they make markups on and then drag and drop that file into M-Files. Now we have a version that doesn't show user 2's changes in the most recent version.

    To eliminate this potential issue we thought removing the drag and drop option, but only when adding additional versions of an existing document, not for the creation of a new document object.

    Another option we have considered is co-authoring, but this seams o only work with Word, Excel, and PowerPoint.

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  • 0 in reply to Joonas Linkola

    It's not about replacing by accident. The issue is that users can drag and drop any file from their desktop onto a specific document in M-Files and over-write it with a new version. For example, we save piping drawings as PDF files. Sometimes we have multiple people that need to markup changes on that PDF(usually using Bluebeam). One user makes a copy of the document that they save on their desktop and they make markups. A 2nd user checks out the document and makes changes and then checks in the document. The first user now has an old version of the drawing document on their desktop where they make markups on and then drag and drop that file into M-Files. Now we have a version that doesn't show user 2's changes in the most recent version.

    To eliminate this potential issue we thought removing the drag and drop option, but only when adding additional versions of an existing document, not for the creation of a new document object.

    Another option we have considered is co-authoring, but this seams o only work with Word, Excel, and PowerPoint.

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